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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $111,535-57.2% | $105,223-54.6% | $137,256-65.2% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 23.78% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,026 | $3,939-48.6% | $3,689-45.1% | $4,156-51.2% |
| Participant deferral / active EE | $9,300 | $5,500+69.1% | $5,072+83.4% | $6,407+45.2% |
| Admin fee / account holder | $819 | $9,721-91.6% | $8,859-90.8% | $12,270-93.3% |